Spruce House Investment Management’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $196M | Sell |
2,600,000
-323,845
| -11% | -$29.3M | 6.98% | 6 |
|
|
2025
Q4 | $294M | Hold |
2,923,845
| – | – | 8.51% | 3 |
|
|
2025
Q3 | $261M | Sell |
2,923,845
-76,155
| -3% | -$5.58M | 6.75% | 3 |
|
|
2025
Q2 | $153M | Buy |
3,000,000
+819,615
| +38% | +$30.6M | 5.66% | 5 |
|
|
2025
Q1 | $69.8M | Hold |
2,180,385
| – | – | 3.63% | 7 |
|
|
2024
Q4 | $96.6M | Sell |
2,180,385
-456,615
| -17% | -$21.5M | 3.55% | 5 |
|
|
2024
Q3 | $148M | Hold |
2,637,000
| – | – | 7.26% | 5 |
|
|
2024
Q2 | $139M | Hold |
2,637,000
| – | – | 9.16% | 5 |
|
|
2024
Q1 | $179M | Sell |
2,637,000
-1,013,000
| -28% | -$57.3M | 12.87% | 4 |
|
|
2023
Q4 | $225M | Hold |
3,650,000
| – | – | 17.7% | 2 |
|
|
2023
Q3 | $221M | Hold |
3,650,000
| – | – | 19.65% | 2 |
|
|
2023
Q2 | $237M | Hold |
3,650,000
| – | – | 27.12% | 2 |
|
|
2023
Q1 | $125M | Hold |
3,650,000
| – | – | 24.53% | 1 |
|
|
2022
Q4 | $120M | Buy |
3,650,000
+150,000
| +4% | +$5.23M | 31.84% | 1 |
|
|
2022
Q3 | $114M | Hold |
3,500,000
| – | – | 20.54% | 2 |
|
|
2022
Q2 | $152M | Hold |
3,500,000
| – | – | 22.01% | 1 |
|
|
2022
Q1 | $388M | Sell |
3,500,000
-1,300,000
| -27% | -$183M | 22.42% | 2 |
|
|
2021
Q4 | $912M | Hold |
4,800,000
| – | – | 28.6% | 1 |
|
|
2021
Q3 | $1.23B | Hold |
4,800,000
| – | – | 31.77% | 1 |
|
|
2021
Q2 | $1.52B | Hold |
4,800,000
| – | – | 36.08% | 1 |
|
|
2021
Q1 | $1.51B | Hold |
4,800,000
| – | – | 43.33% | 1 |
|
|
2020
Q4 | $1.08B | Sell |
4,800,000
-2,450,000
| -34% | -$650M | 33.17% | 1 |
|
|
2020
Q3 | $2.11B | Hold |
7,250,000
| – | – | 11.42% | 2 |
|
|
2020
Q2 | $1.43B | Hold |
7,250,000
| – | – | 19.21% | 2 |
|
|
2020
Q1 | $387M | Buy |
7,250,000
+250,000
| +4% | +$19.1M | 24.46% | 2 |
|
|
2019
Q4 | $633M | Buy |
7,000,000
+2,750,000
| +65% | +$257M | 20.65% | 2 |
|
|
2019
Q3 | $477M | Buy |
4,250,000
+500,000
| +13% | +$64M | 17.24% | 2 |
|
|
2019
Q2 | $548M | Hold |
3,750,000
| – | – | 20.57% | 2 |
|
|
2019
Q1 | $557M | Hold |
3,750,000
| – | – | 20.46% | 2 |
|
|
2018
Q4 | $338M | Hold |
3,750,000
| – | – | 15.56% | 2 |
|
|
2018
Q3 | $554M | Hold |
3,750,000
| – | – | 18.22% | 2 |
|
|
2018
Q2 | $445M | Buy |
3,750,000
+250,000
| +7% | +$21.7M | 16.29% | 3 |
|
|
2018
Q1 | $236M | Buy |
3,500,000
+1,000,000
| +40% | +$84M | 10.37% | 4 |
|
|
2017
Q4 | $201M | Hold |
2,500,000
| – | – | 9.79% | 5 |
|
|
2017
Q3 | $169M | Hold |
2,500,000
| – | – | 10.88% | 5 |
|
|
2017
Q2 | $192M | Hold |
2,500,000
| – | – | 13% | 4 |
|
|
2017
Q1 | $101M | Buy |
+2,500,000
| New | +$98.8M | 8.69% | 5 |
|
Other funds holding W
VCM
VPM
GHP
Spruce House Investment Management's W Position: Q1 2026 in Review
Spruce House Investment Management reduced its Wayfair (W) stake by 11% in Q1 2026, selling an estimated $29.3M and leaving 2,600,000 shares worth $196M. The position accounts for 6.98% of the portfolio, ranked #6.
Spruce House Investment Management first reported a position in W in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.11B in Q3 2020. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.
- Spruce House Investment Management held 2,600,000 shares of Wayfair worth $196M as of Q1 2026.
- Spruce House Investment Management sold 323,845 Wayfair shares in Q1 2026, an estimated $29.3M.
- Wayfair made up 6.98% of Spruce House Investment Management's portfolio in Q1 2026, its #6 holding.
- Spruce House Investment Management first reported a position in Wayfair in Q1 2017 and has held it in 37 quarters since.
- Spruce House Investment Management's Wayfair position peaked at $2.11B in Q3 2020.
- 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.
Based on Spruce House Investment Management's 13F filing for Q1 2026, filed 15 May 2026.